Mike and MaryAnn were a couple in their 40s who through hard work had accumulated some financial security that allowed them to live a pleasant lifestyle.
Writing a Will had never been a high priority for Mike and MaryAnn. They had never had children, so knowing that if one of them died, the other would inherit the assets was comfort enough for them.
But then one of their favourite charities suggested they meet with a representative from ADVISORS with Purpose. They were encouraged to consider how the assets they were accumulating could take on more meaning both now and after their deaths.
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